Configure Menu Item Class

  1. Select the Enterprise, property, or revenue center, click Configuration, and then click Menu Item Classes.
  2. Click the Insert icon (This image shows the Insert icon.) on the toolbar.
  3. In the Insert Record dialog, enter the Record Name for the menu item class, and then click OK.
  4. Double-click the new menu item class record.
  5. On the General tab, configure the appropriate settings:

    Table 13-2 General Menu Item Class Fields

    Field Description

    Tax Class

    Select the tax class to apply to the menu item class. To leave the tax class blank, select 0 - None.

    Main Level Popup

    Select the Main Level of the transaction that becomes active after ordering a menu item from the menu item class.

    Sub Level Popup

    Select the Sub Level of the transaction that becomes active after ordering a menu item from the menu item class.

    Privilege Group

    Select a Privilege Group number to restrict the use of menu items in the menu item class to employees who are linked to the same Privilege Group.

    To enable all employees to order items in the menu item class, select 0 (zero).

    Sales Itemizer

    Select the Sales Itemizer that is associated with this Menu Item Class.

    The Sales Itemizer is often used for interface (Property Management System) purposes, or to replace the Subtotal on printed guest checks and customer receipts. You can either see the Subtotal, or Food, Liquor, Beer, and Wine.

    Discount Itemizer

    Select the discount itemizer to determine which discounts can apply to specific menu items.

    Srv Chrg Itemizer

    Select the Service Charge Itemizer that is associated with this Menu item Class. The Service Charge Itemizer is used to determine which Service Charges can be applied to specific menu items. Note that the automatic service charge is unaffected by this setting; only Menu Item Class Option 12 - Add to Automatic Service Charge Itemizer affects the Automatic Service Charge posting.

    HALO

    Enter the High Amount Lock Out (HALO) value for menu items in this Menu Item Class. This field represents the total dollar amount of the items that are being ordered, and it is often used for Open Priced menu items. For example, if this field is set to 50, the operator is prompted to confirm items in this class if they exceed 50.00. Note that the entered value must contain all zeroes except for the first digit. Valid values are: 2, 20, 200, 2000. Invalid values are 45, 450, 405.

    HALO is also often used for preset priced menu items to safeguard against erroneous entry. For example, the price of Coffee is $1.00. A workstation operator could post 1 Coffee, 5 Coffees or 10 Coffees if someone is getting coffee for their entire office. It is unlikely that someone would order 100 Coffees ($100). It is likely that someone ordering 10 Coffees inadvertently presses an extra 0 when entering the quantity.

    Condiment Order Type

    This setting describes how the condiment is added to a check when it is ordered.
    • 0 - Add: Select to create a new item on the check even if it already exists for that parent.

    • 1 - Increment: Select to add the item if it does not exist for the parent or increments an existing one.

    • 2 - Replace in Condiment Group: Select to remove any items that exist in the item’s member condiment group before adding it (this simulates a radio button effect).

    • 3 - Replace in Master Group: Select to remove any items that exist in the item’s master group before adding it.

    • 4 - Toggle: Select to switch the item on and off.

    Pricing Calculation

    Select the calculation method to use for pricing menu items in the class.
    • 0 - Based on entered count: Select to base the price on the amount entered.

    • 1 - Based on sales count when sales rounded up: Select to base the price on the rounded up count.

    Count Display

    Select the manner in which the amount appears for a decimal item on the workstation and printers.
    • 0 - Show entered amount

    • 1 - Show sales count amount with entered count as reference

      The count for an item can be entered as a decimal. There are two counts kept for an item; the entered amount, and the sales count. The sales count is always the entered amount if the entered amount is a whole number. If the entered amount is not a whole number then the sales count is the entered amount, only rounded up. For example, if a user enters 1.5, then the entered amount is 1.5 and the sales count is 2. This field determines whether the entered amount or the sales count appears on workstations and printers.

    Count Entry

    Select the manner in which workstation operators can enter the sales count of an item in the class.

    Print Group

    Enter the Print Group (1-99). The sorting mechanism uses this value for receipt printing, check detail, and order output devices. When the items are set to use groups for sorting, the items appear from lowest group number to highest.

    Print Class

    Select the print class for the menu item class. Menu items print based on the print class.

    There are four basic print class output destinations:
    • Receipts: Printed at the workstation at the end of a fast transaction. Typically used in a QSR environment where ordering menu items and tendering the check is performed in the same service round.

    • Guest checks: Printed at the workstation. Typically used in a TSR environment. Checks usually include a table number or guest name and are service totalled several times before final tender.

    • Order devices: Remote kitchen or bar printers, or KDS devices. These devices deliver the order to the production area from the workstation.

    • Journal: Not a physical device, but an electronic file journal that provides audit capabilities in the application.

    The Print Class can link to a menu item class, or directly to a menu item definition. When linked to the definition, the Print Class overrides the standard print class linked here to the menu item class.

    If the Condiment Prefix Type is set to anything except 0 - Not a Prefix, prefix condiments follow the same print class setting chosen for the condiment with which they are associated.

    KDS Highlight Scheme

    Select the KDS Highlight Scheme color to display menu items on the KDS.

    Condiment Prefix Type

    Select the prefix type associated with the condiment type.

    Condiment Handling with Parent Item Switching

    Select from the following condiment behaviors to use for default and other condiments, when the parent item is switched in Conversational Ordering. All options are applicable when using Condiment Prefixes.
    • 0 - Condiments Remain Unchanged: Condiment modifications will be unchanged.

    • 1 - Reset Default Condiments Only: Only reset default condiments for a menu item.

    • 2 - Reset All Condiments: Reset all condiment types.

    Service Charge Group

    Select the Service Charge Group to apply to this Menu Item Class. Select 0 - None for no service charge.

    Pre-Production Chit Print Class

    Select a Print Class to print pre-production chits to remote printers for the menu items assigned to this Menu Item Class. Remote pre-production chit printers are assigned in the Print Classes module.

    Allergen Class

    Select the Allergen Class for this menu item class.

  6. Click the Options tab, and then select the appropriate options.

    Table 13-3 Menu Item Class Options

    Option Description

    1 - ON = Open-Priced Menu Items; OFF = Preset Menu Items

    Select this option to require workstation operators to enter a price when adding a menu item in the class. Deselect this option if you are using preset prices.

    2 - ON = Condiment Menu Items; OFF = Regular Menu Items

    Select this option to make this class a Condiment class, meaning that any menu item linked to this class also becomes a condiment.

    3 - Negative Priced Menu Items

    Select this option to have menu items in this class post a negative price. This option causes a minus sign (-) to appear before the price.

    4 - Increment Seat Number With Sale of these Menu Items

    Select this option to increase the seat number each time a workstation operator adds a menu item in the class. This feature is not available when seat filtering is active.

    5 - Reference Entry Required

    Select this option to require workstation operators to enter a reference entry when adding menu items in the class. The text that is entered outputs to order devices, checks, receipts, and journals.

    6 - Validation Required

    Select this option to print a validation chit at the validation printer designated in the Workstation module.

    7 - Item Discounts May Be Applied to these Menu Items

    Select this option to allow menu items in the class to be discounted with an item discount (manual discount only).

    8 - Allow Menu Items in this Class to be Non-Priced

    Select this option to allow menu items in the class to be non-priced. By default, menu items without a price record do not appear on a workstation page. Any item that does not need a price record, such as some condiments, needs to have this option enabled to appear on a workstation.

    When selected, associated menu items can have a price record, but it is also acceptable if they do not have a price record.

    9 - Condiment Changes Print Group of Parent Menu Item

    Select to force a parent menu item that is modified by a condiment to use the Print Group assigned to the condiment.

    10 - ON = Use Sub Level Pricing; OFF = Use Main Level Pricing

    Select this option to apply Sub Level pricing to menu items assigned to the menu item class.

    11 - Add to Guest Count

    Select this option to increase the guest count each time a workstation operator adds menu items that are assigned to the class. When this option is selected and the Guest Count field is set to 0, Simphony increments the guest count in the transaction by one.

    If a workstation operator uses the Number of Guests function key during a transaction, the guest count no longer increments when menu items in the class are added to the check.

    12 - Add to Automatic Service Charge Itemizer

    Select this option to add sales of the menu items in this class to the Automatic Service Charge itemizer. Automatic service charges apply to all menu items associated with Menu Item Classes where this option is enabled.

    13 - Print Price on Order Chit

    Select this option to print the menu item price on order devices. This option is typically used with open-priced menu items. Order Devices option Wrap Condiments overrides this option.

    14 - Do Not Put in Transaction Detail

    Select this option to prevent zero-priced or non-priced menu items in the class from printing, appearing, or posting.

    15 - Weighed Items

    Select this option if all menu items in this class are sold by weight.

    17 - Print Name 1 and Name 2 on Checks

    Select this option to print the First Name and the Second Name (from the Menu Item's Definition record) of all menu items associated with the class on guest checks. For example, with wine menu items, the First Name shows the name of the wine, while the Second Name shows the Bin Number and the type of wine.

    21 - Require Number of Condiments to Match Number of Parent Items

    Select this option to require the number of required condiments to match the number of parent menu items ordered.

    22 - On = Use Own Output Link; Off = Use Parent's (Condiments Only)

    Select this option to have condiments in this class print to their own order devices. Deselect to have condiments print to the same order devices as the parent menu item, provided that the menu item class has the same order devices configured.

    23 - Add Condiment Price to the Parent Item's Price on Check Only

    Select this option to add condiment prices to the parent menu item's price on guest checks.

    24 - LDS Items (International LDS Only)

    Select this option if all menu items in this class can be ordered using an International Liquor Dispensing System (ILDS). Deselect if using a North American Dispensing System (NALDS).

    26 - Keep Main Level With Repeat Rounds

    Select this option to enforce items in this class to use the same main menu level that was in effect during the most recent service round when ordered using the Repeat Round key. Deselect to use current menu levels.

    27 - Keep Sub Level with Repeat Round

    Select this option to enforce items in this class to use the same sub menu level that was in effect during the most recent service round when ordered using the Repeat Round key. Deselect to use current menu levels.

    28 - Print Main Level Prefix and Suffix

    Select this option to have the main level prefix or suffix appear on the check detail area and to print on order output devices, guest checks, and customer receipts.

    29 - Print Sub Level Prefix and Suffix

    Select this option to have the sub level prefix or suffix appear on the check detail area and to print on order output devices, guest checks, and customer receipts.

    30 - Sort Condiments by Print Group

    Select this option to sort condiment display and printing tasks according to their Print Group assignment.

    31 - Prompt for Seat Number with Each Menu Item

    Select to prompt Enter Seat Number after adding each parent item with this menu item class. Deselect to supress the seat number prompt. You can disable seat numbers for a revenue center and use a condiment group set with menu items named Seat 1, Seat 2, and so on.

    34 - Item is Beverage

    Select if all items in this Menu Item Class are beverages. Use this option with Beverage Control to track beverage usage.

    35 - Fixed Price Meal

    Select this option to indicate all menu items in the class are the priced (parent) portion of a fixed price meal.

    38 - Item is Shareable

    Select this option to allow menu items in the class to be shared between two or more seats, or two or more checks.

    39 - Retail Item

    Select this option to designate all menu items in this class as retail items. Retail items do not post to Gross Food and Beverage receipts.

    41 - Consolidate Menu Items with Condiments on Order Output

    Select this option to consolidate parent menu items on Order Device Output, and then to print each condiment with its seat number to which the condiment applies. (The Order Device option, Print Seat Numbers with Individual Items must be enabled). For example, if this option is enabled, and an operator orders Chicken Wings with condiments ‘Extra’ and ‘Sauce’ on Seat 1, and Chicken Wings with condiments ‘Without’ and ‘Bleu Cheese’ on Seat 2, then the Order Device Output shows the following:

    Seat 1,2: Chicken Wings

    S1 Extra

    S1 Sauce

    S2 Without

    S2 Bleu Cheese

    42 - Consolidate parents with matching condiments on Order Output

    Select to consolidate parent menu items with identical (matching) condiments.

    49 - Participates in Menu Item Master Switching

    Select to switch a parent menu item based a menu level change. All items switching based on menu levels must belong to the same Master Group, and each item's menu item class has this option set. The menu item must be set as a Condiment Prefix.

    51 - Item must be complete before beginning another item

    Select this option to prevent workstation operators from adding a second menu item before completing the first item. This option is not used with required condiments.

    52 - Prompt to begin another item if this item is incomplete

    Select this option to prompt to move to the next item before completing a menu item order.

    53 - Remove Item on Subsequent Press if Ordering Type is Exclusive

    Select this option to remove a condiment item and revert the parent menu item to the default state. The menu item must be set as a Condiment Prefix.

    55 - Discounts Apply to Priced Condiments (parent items only)

    Select this option to apply discounts to parent items in this class and all priced condiments associated with the items. Deselect to apply discounts only to parent items. The menu item must be a Condiment Prefix.

    57 - Parent items appear on condiment order devices (for condiments only)

    Select this option to send the parent item to the order devices set for this class. Deselect to send parent menu items based on the menu item class settings only. The menu item must be set as a Condiment Prefix.

    58 - Condiment order device programming overrides that of parent

    Select this option to allow the order devices set for this condiment’s class to override the order devices defined for the parent items. The menu item must not be a Condiment Prefix.

    59 - Allow Item Incomplete Based On Role

    Select this option to allow the employee to add the parent menu item without the required condiments. You must also select Allow Incomplete Item in the Roles module for the employee.

    63 - Autofill

    Select this option to adjust the quantity to satisfy the required condiments when adding the condiment with a required condiment group that has Min/Max set, and more than one condiment is still needed.

    65 - Support Enhanced Prefix Mode (Parent Only)

    Select this option to enable enhanced prefix support for non-condiment menu items in this class. Enhanced prefix support uses condiment prefix items to describe condiments, such as Extra or No.

    69 - Prompt to lookup menu item definition based on current menu levels (Repeat Rounds)

    Select this option to prompt the workstation operator to look up a menu item definition based on the current menu levels when a repeatable menu item is unavailable. You must also select options 26 - Keep Main Level With Repeat Rounds and 27 - Keep Sub Level With Repeat Rounds.

    74 - Prevent Menu Items from Being Held

    Select this option to prevent menu items belonging to this menu item class from being held.

    76 - Post Sales Count To KDS Reports

    Select this option to add the menu item count to the Menu Item Count totals on KDS reports.

    77 - Only allow condiments with an active price record

    Select this option to have condiment items with an active effectivity price record appear in SLUs. When the effectivity record is expired or has a future date, the condiments are not available in SLUs.

    You must also disable option 8 - Allow Menu Items in this Class to be Non-Priced.

    78 - Forgive Inclusive Tax

    Select this option to forgive the inclusive tax for the Menu Item Class.

    79 - Do not print unpriced condiments on Guest Checks

    Select this option to prevent unpriced condiments from printing on guest checks and customer receipts.

    Option 79 applies to the menu item condiments. For example, if there is no charge for lettuce on a sandwich, you can configure this condiment to not print. If there is a charge for avocado on a sandwich, you can configure this condiment to print.

    You must also select 65 - Support Enhanced Prefix Mode (Parent Only) for the main menu item (such as a hamburger or chicken sandwich) that can be modified with condiments.

    81 - Use like item order routing

    Select this option for menu items in this class to use the tender/media like item order routing print class if the order contains only items with this option set.

    82 - Contains alcohol

    Select this option for menu items in this class to be marked as containing alcohol.

  7. Click the Condiment Groups tab.
    There are three sections:
    • Required

      : Does the menu item require a condiment?
    • Allowed

      : Does the menu item allow condiments?
    • Member

      : Is the menu item a member of a group of condiments?
    1. For Regular classes, select the Required Condiment Groups. These require a selection to be considered a complete menu item.
    2. To allow a condiment as an option for guests, select the Allowed Condiment Groups. If extra condiments are an option, make sure the Condiment Group is allowed.
    3. Select the Member Condiment Groups for the class.
      For example, if the condiment class is Meat Temp, select Meat Temp from the Member Condiment Groups list. The condiment menu items can be:
      • Rare

      • Medium Rare

      • Medium

      • Medium Well

      • Well Done

  8. Click Save.